Centennial Wealth Advisory’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Centennial Wealth Advisory’s Portfolio SDVY Stock Details SDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$869K	Sell	20,144 -7,922	-28%	-$331K	0.19%	72
2026 Q1	$1.11M	Buy	28,066 +4,062	+17%	+$165K	0.27%	53
2025 Q4	$920K	Buy	24,004 +3,690	+18%	+$140K	0.24%	57
2025 Q3	$772K	Buy	20,314 +4,452	+28%	+$165K	0.21%	63
2025 Q2	$560K	Buy	15,862 +6,805	+75%	+$228K	0.18%	74
2025 Q1	$303K	Buy	+9,057	New	+$323K	0.11%	120

Other funds holding SDVY

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Centennial Wealth Advisory's SDVY Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) stake by 28% in Q2 2026, selling an estimated $331K and leaving 20,144 shares worth $869K. The position accounts for 0.19% of the portfolio, ranked #72.

Centennial Wealth Advisory first reported a position in SDVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q1 2026. 95 funds tracked by Wall St. Rank hold SDVY as of Q2 2026.

Centennial Wealth Advisory held 20,144 shares of First Trust SMID Cap Rising Dividend Achievers ETF worth $869K as of Q2 2026.
Centennial Wealth Advisory sold 7,922 First Trust SMID Cap Rising Dividend Achievers ETF shares in Q2 2026, an estimated $331K.
First Trust SMID Cap Rising Dividend Achievers ETF made up 0.19% of Centennial Wealth Advisory's portfolio in Q2 2026, its #72 holding.
Centennial Wealth Advisory first reported a position in First Trust SMID Cap Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Centennial Wealth Advisory's First Trust SMID Cap Rising Dividend Achievers ETF position peaked at $1.11M in Q1 2026.
95 funds tracked by Wall St. Rank held First Trust SMID Cap Rising Dividend Achievers ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.